Wealth Management Business Admin Apprenticeship

Wealth Management Business Admin Apprenticeship

Digby Associates is a Wealth Management Firm based in the heart of Bristol's city centre, with an additional office in Cheltenham. Founded in 2007, we have built our business on the reputation of caring financial advisors who want to add value to our clients' lives. We specialise in providing bespoke financial advice and services to on investments, mortgages, pensions, and inheritance tax mitigation.

A business administration apprenticeship can help lead towards multiple career paths in a number of different sectors.

• Prepare all client valuations and supporting documentation for all review meetings.
• Track client review dates and book appointments for the advisors.
• Correspond with clients via emails, letters and over the phone.
• Attend client meetings and take notes.
• Data entry into spreadsheets and input client data into online databases, demonstrating good attention to detail.
• Keep client files up to date and organized, and store information online where possible.
• Help advisors prepare and gather information on client policies and investments.
• Assist advisors with cases.
• Scan all relevant client information and incoming post from providers.
• Take the post at the end of the day.
• Track advisor remuneration.
• Answer the phone on the first instance (within three rings) so calls can be managed for the advisors.
• Answer the door to clients/providers, ensuring they sign in and offering coffee and tea.
• Always assist in keeping the office clean and tidy.
• Assist the management team with a variety of tasks, including arranging client social events, HR and HSE updates, ordering office stationery and other general duties.

• Level 3 Business Administration Apprenticeship Standard (14‑month programme).
• Functional skills development in English, maths and ICT (if applicable).
• Employability skills training.
• Workshops and training days at our academy and online.
• Tutor‑led workplace assessments and ongoing support.

Monday to Friday, 9:00 am to 5:00 pm.

• Seniority level:
  Internship
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industries:
  Administrative and Support Services